§ 13F · FUND PROFILE
Mill Road Capital Management LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · — (13F)Positions · 24Turnover · — · Q4Filed · Feb 17, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$168.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 17, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVRI | ENVIRI CORP | 2.09M | $37.5T | 22.3% | NEW |
| 2 | MG | MISTRAS GROUP INC | 1.67M | $21.2T | 12.6% | NEW |
| 3 | ALTG | ALTA EQUIPMENT GROUP INC | 4.29M | $19.7T | 11.7% | NEW |
| 4 | BZH | BEAZER HOMES USA INC | 834K | $16.9T | 10.0% | NEW |
| 5 | GO | GROCERY OUTLET HLDG | 991K | $10.0T | 5.9% | NEW |
| 6 | BXC | BLUELINX HLDGS INC | 135K | $8.3T | 4.9% | NEW |
| 7 | RSVR | RESERVOIR MEDIA INC | 1.03M | $7.8T | 4.6% | NEW |
| 8 | QNST | QUINSTREET INC | 519K | $7.5T | 4.4% | NEW |
| 9 | KRP | KIMBELL RTY PARTNERS LP | 538K | $6.3T | 3.8% | NEW |
| 10 | LCUT | LIFETIME BRANDS INC | 1.07M | $4.2T | 2.5% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MILL SIGNAL
AC read
Mill Road Capital Management LLC is classified as a Other fund.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed